PERSONAL FINANCIAL PLANNING
(4 credit hours)
Fall/Winter | Prerequisites: BS101
This course includes basics of personal financial planning for different objectives, based upon the risk tolerance and financial position of the individual investor. Portfolio planning and asset allocation, retirement planning, housing and its financing, estate planning, and elder issues are included. Students will gain an understanding of personal financial planning and develop the skills necessary to make informed decisions about personal finance. Information related to the CFP (Certified Financial Planner) examination will be presented.